We are a privately-owned financial institution, with nearly 40 years of Swiss heritage that exemplifies the finest wealth & asset management traditions. Our key business areas are asset & wealth management, private equity & venture capital, and family office services.

We work exclusively with high-net-worth individuals, ultra high-net-worth individuals, families and institutions.

As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth management decisions.

We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.